Client care

Question 1

L2 ex 1

Answer 1

1. Management of a mixed asset portfolio during the Covid-19 pandemic.
2. I set up weekly calls with my client to keep well informed of with arrears, payment plans and concessions updates.
3. I followed up each call with the weekly work in progress excel sheet for their records.

Question 2

L2 ex 2

Answer 2

1. Valuation of an office in Dalston.
2. I drafted terms of engagement and included all necessary information such as purpose of valuation and special assumptions.
3. This was sent to the client for signing. Once signed i proceeded.